Perform a Mail Merge in Gmail Using Steak CRM - Step by ... · Merge in Gmail Using Steak CRM - Step by Step Guide Hi Virtual Assistant, I would like you to perform a mail merge in

Perform a Mail Merge in Gmail

Using Steak CRM - Step by Step Guide

Perform a Mail Merge in Gmail Using Steak CRM - Step by Step

Guide

Copyright 2016 - SEOCheatGuides.com - All Rights Reserved

Perform a Mail Merge in Gmail

Using Steak CRM - Step by Step Guide

Hi Virtual Assistant,

I would like you to perform a mail merge in Gmail using Streak for our client.Please follow the step-by-step procedure below.

Here is the information you will need.

Pictures will be shared with you on dropbox.com

Gmail LogonGmail:Password:

Other InformationBusiness Type:CSV Data File:Email Subject:Email Content: Attachments:

Shared DropBox.com Folder:

Note: The information noted above must be copied into the relevant �led EXACTLY as shown above. Please let me know if you have any questions.Thanks,



STEP1, 2

Please Follow the Steps Below

1) Go to https://www.streak.com/ and click on ‘Install Streak for Gmail’.

2) Click on ‘Add extension’.


STEP3, 4

3) A new window in Chrome should open, scroll to the bottom of this window and click on Allow

4) From the provided information, click on the Business Type or if nothing is specifiedclick on Sales / CRM.


STEP5, 6

5) Unless you are provided with a list to share Streak with, click Skip and next skip the tour aswell by clicking on Later.

6) In your Gmail Inbox, click on Sales / CRM under Pipelines. This should bring up theStreak Sales / CRM interface.


STEP7, 8

8) To add a new filed, click on the arrow next to field name, Insert Column, and click on‘Free form’. The new column created can be renamed by clicking on the field name.

7) You need to match pipeline fields with the csv file. To delete a field, click on the downarrow with field name and click on Delete/Remove.


STEP9, 10

9) When all fields are set, click on More and then from the pull down menu, click on‘Import Boxes from CSV’.

10) Drag and drop the csv file or choose the location from your system.


STEP11, 12

11) Ensure the data from the CSV is found and is matched then click on ‘Start Import’.

12) Click on Done.


STEP13, 14

13) Select checkboxes for all loaded records that you want to include in the mail merge.

14) Under More, click on ‘Send Mass Email (Mail Merge)’.


STEP15, 16

15) Click on ‘Continue With Mail Merge’.

16) Click on ‘Turn On Tracking by Default’.

Doing a Mail Merge on Gmail with Steak CRM has now completed!Copyright 2016 - SEOCheatGuides.com - All Rights Reserved

STEP17, 18

17) From the provided information, add the Subject, email content and any attachments.When the formatting is done, click on Send.

18) Click on Close when all emails are sent.

Documents

Perform a Mail Merge in Gmail Using Steak CRM - Step by ... · Merge in Gmail Using Steak CRM - Step by Step Guide Hi Virtual Assistant, I would like you to perform a mail merge in